Connect
Transactions → Connect bank account. You sign in to your bank through their own screen — the credentials never reach us.
You are asked from when should we pull. It defaults to the date your books start. Pulling earlier gives you transactions that belong to a period you have already closed.
Choose which accounts to bring in. You do not have to take all of them.
After that it is automatic
Transactions arrive every few hours. Sync now forces it if you are waiting on something.
No bank connection
Import CSV / XLSX takes a file from your bank instead. Same transactions, same categorisation, just no automatic refresh.
Adding an account later
If you open a new account at the same bank, This bank has accounts you have not added appears. Press Choose accounts.
Disconnecting
Disconnect stops future syncing. Existing transactions stay — they are your books, not the bank's.